Correlation
The correlation between PAULX and VOO is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
PAULX vs. VOO
Compare and contrast key facts about T. Rowe Price U.S. Large-Cap Core Fund (PAULX) and Vanguard S&P 500 ETF (VOO).
PAULX is managed by T. Rowe Price. It was launched on Jun 26, 2009. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAULX or VOO.
Performance
PAULX vs. VOO - Performance Comparison
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Key characteristics
PAULX:
0.46
VOO:
0.74
PAULX:
0.66
VOO:
1.04
PAULX:
1.09
VOO:
1.15
PAULX:
0.40
VOO:
0.68
PAULX:
1.45
VOO:
2.58
PAULX:
4.79%
VOO:
4.93%
PAULX:
18.49%
VOO:
19.54%
PAULX:
-33.69%
VOO:
-33.99%
PAULX:
-3.22%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PAULX achieves a 1.21% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, PAULX has underperformed VOO with an annualized return of 11.72%, while VOO has yielded a comparatively higher 12.81% annualized return.
PAULX
1.21%
5.01%
-2.62%
7.60%
14.03%
14.66%
11.72%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PAULX vs. VOO - Expense Ratio Comparison
PAULX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PAULX vs. VOO — Risk-Adjusted Performance Rank
PAULX
VOO
PAULX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Large-Cap Core Fund (PAULX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PAULX vs. VOO - Dividend Comparison
PAULX's dividend yield for the trailing twelve months is around 6.22%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAULX T. Rowe Price U.S. Large-Cap Core Fund | 6.22% | 6.30% | 0.16% | 4.05% | 6.85% | 0.59% | 3.21% | 7.52% | 2.44% | 0.59% | 5.25% | 10.71% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PAULX vs. VOO - Drawdown Comparison
The maximum PAULX drawdown since its inception was -33.69%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PAULX and VOO.
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Volatility
PAULX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price U.S. Large-Cap Core Fund (PAULX) is 4.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that PAULX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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